Your account is set up, see .
1. Find your Insaio number
Your number is shown on the Dashboard under Phone number(s). You find all numbers of your organization under Configure › Organization › Phone system. The Insaio number is marked there with Insaio number and Inbound only.
2. Test the number
Call your Insaio number from your mobile phone. Your agent answers, takes down your request and, depending on your settings, offers a callback or an appointment. You then find the call under Interact › Interactions.
3. Forward your existing number
Your customers know your current number. Forward it to the Insaio number, and your agent answers these calls. How to do this is described in .
Frequently asked questions
No, it only takes incoming calls. For outgoing calls, set up a local number or mobile number, see .
No, Insaio assigns the number automatically. You can release it under Phone system and then add a new one. Releasing can't be undone, the old number is then gone.
Your plan includes numbers: 1 in Starter and Professional, 3 in Business. They count for Insaio, local and SIP numbers together. You book more numbers under Configure › Organization › Billing › Add-ons.
If you don't book a plan after the trial, the Insaio number is released after 7 days.